Show Notes
www.medicalmoney.com
Investing Principles (1:58)start early, compounding, diversification, liquidity, tax efficiency, asset protection
Structures (11:11)persona name, spouse & tenants in common, family trust, holding company, superannuation, SMSF
Asset classes (21:50)direct shares, property, managed investments, LICs, ETFs, independent and separately managed accounts, property syndicates
Today's GuestYves Schoof
QualificationsCertified Financial Planner
CompanyManaging Director
Affluence Private Wealth
Contact detailsPhone:
0432 885 295
Email:
yves@affluenceprivate.com.au
Resources
Website:
affluenceprivate.com.au
LinkedIn:
linkedin.com/in/yvesschoof
Medical CFO video series:
https://vimeo.com/showcase/3738863